SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)1,283,968,973.0
- RAUM (discretionary)1,258,617,402.0
- Actionable assets984,861,646.0
- Accounts (total)3,371.0
Institutional Clients
- Government AUM—
- Pension AUM23,805,949.0
- Charitable AUM4,120,137.0
- HNW AUM817,627,043.0